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Otis Worldwide
OTIS

Overview Fund Activity

1,131 hedge funds and large institutions have $29B invested in Otis Worldwide in 2021 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 332 increasing their positions, 478 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,131
Holders Change
+8
Holders Change %
+0.71%
% of All Funds
19.75%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
115
Increased
332
Reduced
478
Closed
95
Calls
$83M
Puts
$65.7M
Net Calls
+$17.3M
Net Calls Change
-$328K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$980M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$338M
3
Goldman Sachs
Goldman Sachs
New York
$253M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$229M
5
EC
Eminence Capital
New York
$96.7M

Top Sellers

1
State Street
State Street
Massachusetts
$1.31B
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
CS
Credit Suisse
Switzerland
$164M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$42.1M
5
OAC
OMERS Administration Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
426
Veracity Capital
Georgia
$1.26M -$1.33M -16,265 -51%
RPC
427
Rossmore Private Capital
Connecticut
$1.25M +$37.9K +463 +3%
TPCW
428
TD Private Client Wealth
New York
$1.25M +$572 +7 +0%
SW
429
SVB Wealth
Massachusetts
$1.24M -$15.3K -187 -1%
SO
430
STRS Ohio
Ohio
$1.23M +$846K +10,351 +219%
QSS
431
Quantitative Systematic Strategies
Florida
$1.23M -$158K -1,932 -11%
AMCA
432
Arthur M. Cohen & Associates
Illinois
$1.23M – – –
SM
433
Southport Management
Wyoming
$1.23M – – –
CAN
434
Cetera Advisor Networks
California
$1.22M +$239K +2,926 +24%
WPC
435
Waters Parkerson & Co
Louisiana
$1.22M – – –
IA
436
IFP Advisors
Florida
$1.21M -$349K -4,264 -22%
Wealthfront Advisers
437
Wealthfront Advisers
California
$1.2M +$60.3K +737 +5%
ECM
438
ExodusPoint Capital Management
New York
$1.18M -$1.15M -14,046 -49%
SC
439
Savant Capital
Illinois
$1.17M +$23.7K +290 +2%
IIM
440
Ironwood Investment Management
Massachusetts
$1.16M +$39.1K +478 +3%
BPCA
441
Bank Pictet & Cie (Asia)
Singapore
$1.14M +$59.7K +730 +6%
TCOT
442
Trust Company of Toledo
Ohio
$1.1M -$39.4K -482 -3%
HI
443
Horizon Investments
North Carolina
$1.1M +$1.1M +13,426 New
CCG
444
Cypress Capital Group
Florida
$1.1M -$54.7K -669 -5%
CFGS
445
Concourse Financial Group Securities
Alabama
$1.09M -$7.36K -90 -0.7%
Impax Asset Management Group
446
Impax Asset Management Group
United Kingdom
$1.08M -$491 -6 -0%
DC
447
Davenport & Co
Virginia
$1.07M +$20.9K +256 +2%
RC
448
RegentAtlantic Capital
New Jersey
$1.07M -$8.91K -109 -0.8%
RIM
449
Redpoint Investment Management
Australia
$1.07M +$44.5K +544 +4%
AWA
450
Arkadios Wealth Advisors
Georgia
$1.07M +$985K +12,056 +1,234%
16 17
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